Time for the regional breakdowns for Q4 and the FY.
Q4 YoY change
Japan- .67m > .38m (-43%)
Americas- .67m > .49m (-27%)
Europe- .34m> .20m (-42%)
Others- .27m> .19m (-30%)
Total- 1.96m> 1.26m (-36%)
FY YoY change
Japan- 4.41m > 3.19m (-28%)
Americas- 5.52m> 3.79m (-31%)
Europe- 3.90m> 2.71m (-30%)
Others- 1.86m> 1.11m (-40%)
Total- 15.70m> 10.80m (-31%)
The Switch performed similarly in Q4 as Q3. The FY as expected ended up much less than the original forecast of 13.5m, and ended up at 10.8m. Now they expect the Switch to drop off and only ship 4.5m in the next FY. Switch 2 is looking pretty cheap so I don't think they will beat their forecast for the Switch. Many people will want to get one right away due to the looming threat of price increases instead of a price cut.







